Template Library
Centralize standard proposal and subcontract templates with editable clauses so project managers can quickly generate consistent documents without recreating terms each time.
Electronic signatures and digital contracts are admissible in U.S. courts under ESIGN and UETA when captured with reliable intent, consent, and recordkeeping practices suitable for construction agreements.
Project managers assemble proposal packages from templates, coordinate internal approvals, and monitor signature progress to ensure timely contract execution and adherence to project schedules.
Contracts administrators manage template libraries, enforce clause consistency, set retention policies, and serve as the compliance point of contact for disputed terms and audit requests.
Centralize standard proposal and subcontract templates with editable clauses so project managers can quickly generate consistent documents without recreating terms each time.
Show or hide pricing and scope sections based on project type or contract value, reducing errors and ensuring the final proposal matches selection criteria.
Create multi-step approval flows that route proposals through estimators, legal, and project leads before sending to external signers for execution.
Connect with project management and CRM systems to auto-populate customer data, contract values, and schedule milestones into proposals for faster assembly.
Support email verification, access codes, and two-factor options to confirm signer identity for critical subcontract and owner agreements.
Maintain immutable logs of views, actions, and signature events to support dispute resolution and project recordkeeping requirements.
Sync proposal drafts from Google Docs to the signing platform, preserving formatting and enabling direct field placement for signature and data capture without manual re-upload.
Populate client, job, and contact information from your CRM directly into proposal templates to reduce data entry and ensure consistent customer records across systems.
Store executed contracts in the cloud with configurable retention policies and folder mappings to shared drives like Dropbox or other enterprise storage solutions.
Use APIs to automate proposal creation, push signed documents back into project management tools, and trigger downstream tasks based on signature events.
| Feature | Configuration |
|---|---|
| Approval sequence | Estimator -> Legal -> PM |
| Reminder Frequency | 48 hours |
| Signing order | Sequential |
| Conditional routing | Based on contract value |
| Expiration settings | 30 days |
Review device and browser requirements before deployment to ensure field crews and office staff can access proposals on site and in the office.
For best results, standardize on supported browsers and encourage field teams to install the mobile app so they can review, sign, and return proposals immediately from job sites.
A general contractor sends a standardized bid package to multiple subcontractors using template fields to capture price and lead times
Resulting in faster bid turnarounds and clearer comparisons for award decisions
A project manager creates a subcontract by merging scope, attachments, and insurance requirements into a single document
Leading to more complete contracts and fewer post-award disputes
| Contract Feature | signNow (Recommended) | DocuSign |
|---|---|---|
| ESIGN/UETA Compliance | ||
| Mobile app availability | ||
| API for automation | ||
| Offline signing | Limited | Limited |
7 years standard for project records
Daily incremental backups
Weekly offsite copies
Move completed contracts to long-term archive
Annual permission reviews
| Pricing Feature | signNow (Recommended) | DocuSign | Adobe Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Free trial availability | Yes | Yes | Yes | Yes | Yes |
| Team plan includes Bulk Send | Included | Add-on | Add-on | Included | Add-on |
| API access in plan | Included | Included | Included | Included | Included |
| Document storage limits | Unlimited with plan | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Enterprise admin controls | Role-based admin | Role-based admin | Role-based admin | Role-based admin | Role-based admin |